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1. Introduce the customer

Set the stage for your case study with an introduction. Briefly explain who your customer is with a bit of background information that can include their industry, product, company size, and location. You don’t have to dig into the nuts and bolts of their business, but you do want the reader to understand who they are and what they do. The more color you can provide here, the more impactful it’ll be when you show the awesome results this customer saw because they chose you.

2. State the problem

Every product or service is a solution to a problem. Explain the problem (or problems) that you helped your customer overcome. Describe the larger impact of the issue. Maybe it was customers leaving. Perhaps it was bad leads—or good leads that were never followed up on. Use this as an opportunity to clearly show what was at stake, and make sure you leave the jargon out of it. Frame the problem in simple terms that any reader can understand.

3. Introduce your product

This is where you begin solving the problem. Briefly introduce your product and what it does. Start on a general level, then apply it to the challenge the customer was experiencing. Talk about which teams or individuals used your product and how they used it. Be sure to make the connection between the customer’s problem and your solution crystal clear.

4. Show results

The big reveal. What kind of results was your customer able to achieve using your product or service? Speak to how they solved the problem descriptively, but also with cold, hard numbers. Not everything can be measured in numbers (sometimes, peace of mind is a powerful benefit all on its own), but whenever you can, back up your story with the stats. At the very least, this will make it easy for a CFO—or a prospect who wants to buy—to justify buying your product.

5. Prove it

Don’t forget to show your math. How you get the results is just as important as the results themselves. What specific steps were taken to get those results? Not only will this help validate your claims, it makes it easier to envision how the reader may be able to achieve them, too.

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Bob The Builder
Hopeless DIY Enthusiast

SES is an excellent companywith whom to deal. Theycommunicate well, efficientand all staff helpful andcharming.

Bob The Builder
Hopeless DIY Enthusiast

SES is an excellent companywith whom to deal. Theycommunicate well, efficientand all staff helpful andcharming.

Bob The Builder
Hopeless DIY Enthusiast

SES is an excellent companywith whom to deal. Theycommunicate well, efficientand all staff helpful andcharming.

Bob The Builder
Hopeless DIY Enthusiast

SES is an excellent companywith whom to deal. Theycommunicate well, efficientand all staff helpful andcharming.

Bob The Builder
Hopeless DIY Enthusiast

SES is an excellent companywith whom to deal. Theycommunicate well, efficientand all staff helpful andcharming.